Blue Ridge Capital

Blue Ridge Capital as of June 30, 2012

Portfolio Holdings for Blue Ridge Capital

Blue Ridge Capital holds 41 positions in its portfolio as reported in the June 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.6 $439M 752k 584.00
Amazon (AMZN) 6.0 $398M 1.7M 228.35
priceline.com Incorporated 5.6 $368M 554k 664.52
American International (AIG) 5.1 $335M 10M 32.09
Google 4.5 $302M 520k 580.07
Verisign (VRSN) 4.1 $271M 6.2M 43.57
Thermo Fisher Scientific (TMO) 3.9 $260M 5.0M 51.91
Hca Holdings (HCA) 3.9 $256M 8.4M 30.43
Tripadvisor (TRIP) 3.8 $254M 5.7M 44.69
Monsanto Company 3.8 $251M 3.0M 82.78
Liberty Global 3.7 $242M 4.9M 49.63
Lowe's Companies (LOW) 3.4 $224M 7.9M 28.44
JPMorgan Chase & Co. (JPM) 3.3 $219M 6.1M 35.73
Range Resources (RRC) 3.3 $219M 3.5M 61.87
Gilead Sciences (GILD) 3.2 $211M 4.1M 51.28
Sensata Technologies Hldg Bv 3.2 $211M 7.9M 26.78
Dollar Tree (DLTR) 3.1 $207M 3.8M 53.80
Martin Marietta Materials (MLM) 3.0 $199M 2.5M 78.82
Netflix (NFLX) 2.6 $171M 2.5M 68.49
Sirius XM Radio 2.2 $146M 79M 1.85
Delta Air Lines (DAL) 2.0 $136M 12M 10.95
WABCO Holdings 2.0 $131M 2.5M 52.93
Ralph Lauren Corp (RL) 2.0 $131M 935k 140.06
America Movil Sab De Cv spon adr l 1.8 $119M 4.6M 26.06
General Motors Company (GM) 1.7 $115M 5.8M 19.72
Michael Kors Holdings 1.7 $114M 2.7M 41.84
Colfax Corporation 1.6 $109M 3.9M 27.57
Hldgs (UAL) 1.5 $98M 4.0M 24.33
TD Ameritrade Holding 1.3 $83M 4.9M 17.00
Youku 1.2 $78M 3.6M 21.68
Owens Corning (OC) 1.1 $73M 2.6M 28.54
Citigroup (C) 0.9 $61M 2.2M 27.41
Moly 0.7 $47M 2.2M 21.55
Xinyuan Real Estate 0.5 $34M 11M 3.04
MGIC Investment (MTG) 0.4 $29M 9.9M 2.88
BlackRock (BLK) 0.4 $28M 163k 169.82
Tesla Motors (TSLA) 0.3 $18M 575k 31.29
American Intl Group 0.2 $12M 1.2M 10.31
Westport Innovations 0.2 $11M 304k 36.75
Jpmorgan Chase & Co. w exp 10/201 0.1 $9.1M 933k 9.77
Ivanhoe Energy 0.1 $7.8M 16M 0.49